Work From Home - Enrollment Specialist

AO Garcia Agency; Gaithersburg (MD); Remote; USD 55,000 - 75,000; Full time

Benefits offered by this job

No cold calling

Qualified lead program

Weekly pay

Mentorship and complete training

Industry leading tools and technology

Job summary

AO Garcia Agency in the United States offers a remote, flexible advisory role focused on helping families secure their financial well-being. You will conduct virtual consultations, assess client needs, and maintain ongoing relationships through regular check-ins.

The position includes training and access to leading tools, with a supportive, growth-oriented environment. Ideal candidates are motivated, dependable, and comfortable working from home with a flexible schedule.

Qualifications

• Experience in client consultations or advisory roles preferred.
• Ability to explain complex financial concepts clearly.
• Comfort with virtual meetings and note-taking.

Responsibilities

• Conduct virtual consultations with clients.
• Assess client needs and present financial solutions.
• Build lasting client relationships with regular check-ins.
• Handle related administrative tasks and follow-ups.

Skills

Communication skills

Relationship-building

Self-motivation

Adaptability

Tools

CRM software

Job description

Are you a passionate individual seeking a fulfilling career that offers flexibility and growth opportunities? Look no further! With the option to work from home and enjoy a flexible schedule, you can balance your personal and professional life seamlessly while advancing your career.

In this role, you will assume a vital position in securing families’ financial well-being..

Typical day-to-day tasks include:

• Conducting virtual consultations with clients.
• Assessing clients’ needs and imparting knowledge on solutions.
• Cultivating lasting client relationships through consistent, periodic check-ins.
• Completing related administrative tasks (like note taking, appointment setting, etc.) as needed.

Incentives include but not limited to:

• No cold calling
• Qualified lead program
• Advancement based on performance
• Weekly pay
• Mentorship and complete training
• Industry leading tools and technology access
• Work from home (web conference-based presentations)

Looking for candidates who hold the below characteristics:

Passionate. Competitive. Motivated. Dependable. Hardworking. Adaptable. Flexible, Trainable.

If you are a hard-working, motivated team player, this may be an opportunity for you!

*All interviews will be conducted via Zoom video conferencing